Financial Independence 2: No More Surprises

Posted by on Jul 26, 2014 in General | 0 comments

“Wisdom is learning to let go when you want to hang on. Courage is learning to hang on when you want to let go.” – Mark Amend This is second in a continuing series on real financial independence, and I’m here to alert you to those items in a family‘s financial life that can wreck […]

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Long-Term Care Insurance Is Not Expensive

Posted by on Dec 11, 2009 in Long Term Care Planning | 1 comment

One of the great misconceptions about long-term care insurance is that it’s expensive.One argument goes, it’s expensive because I could pay for something I never use. Would you say the same thing about your homeowner’s insurance?It’s a waste if my house never burns down. Or your car insurance?I’d better total that car so I get […]

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2009 Year End Tax Tips- Medical Expenses

Posted by on Dec 8, 2009 in General, Tax Planning and Preparation | 0 comments

Image via Wikipedia Medical Expenses Typically, you may not qualify for medical deductions on your tax return.  Reason:   You’re entitled to a deduction only to the extent your unreimbursed medical and dental expenses for the year exceed 7.5% of your AGI. Year-end strategy: If you are near the 7.5% mark—or already over it—schedule nonemergency medical […]

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